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JFS Wealth Advisors’s Roivant Sciences ROIV Stock Holding History

JFS Wealth Advisors’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.74K Buy
247
+43
+21% +$1.27K ﹤0.01% 1066
2026
Q1 		$5.65K Sell
204
-2
-1% -$51 ﹤0.01% 1151
2025
Q4 		$4.47K Buy
206
+145
+238% +$2.86K ﹤0.01% 1283
2025
Q3 		$923 Buy
+61
New +$755 ﹤0.01% 1647

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

JFS Wealth Advisors's ROIV Position: Q2 2026 in Review

JFS Wealth Advisors increased its Roivant Sciences (ROIV) stake by 21% in Q2 2026, buying an estimated $1.27K and bringing the position to 247 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

JFS Wealth Advisors first reported a position in ROIV in Q3 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • JFS Wealth Advisors held 247 shares of Roivant Sciences worth $8.74K as of Q2 2026.
  • JFS Wealth Advisors bought 43 Roivant Sciences shares in Q2 2026, an estimated $1.27K.
  • Roivant Sciences made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1066 holding.
  • JFS Wealth Advisors first reported a position in Roivant Sciences in Q3 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.